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Invesco Dorsey Wright Momentum ETF

183 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $956K | Put options by funds: $284K

3.22% less ownership

Funds ownership: 57.02%53.79% (-3.2%)

9% less funds holding

Funds holding: 202183 (-19)

32% less capital invested

Capital invested by funds: $1.08B → $731M (-$348M)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

66% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 85

Holders
183
Holders Change
-19
Holders Change %
-9.41%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
29
Reduced
85
Closed
34
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86.3M -$7.84M -96,609 -8%
Wells Fargo
2
Wells Fargo
California
$73.6M -$6.65M -81,895 -8%
RJA
3
Raymond James & Associates
Florida
$52.4M -$6.38M -78,654 -11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$49.2M -$2.68M -33,015 -5%
PFS
5
Prospera Financial Services
Texas
$37M -$976K -12,026 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32.3M -$2.92M -36,007 -8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$29M -$2.88M -35,515 -9%
NC
8
NewSquare Capital
Pennsylvania
$28.9M -$2.41M -29,670 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$28.7M -$5.16M -63,575 -15%
Bank of America
10
Bank of America
North Carolina
$27.9M -$13M -159,586 -32%
UBS Group
11
UBS Group
Switzerland
$26.3M -$2.83M -34,824 -10%
LPL Financial
12
LPL Financial
California
$26M -$5.04M -62,094 -16%
NA
13
NewEdge Advisors
Louisiana
$17.1M +$2.18M +26,842 +15%
Ameriprise
14
Ameriprise
Minnesota
$14.6M +$252K +3,110 +2%
SG
15
Strid Group
Pennsylvania
$14.5M -$783K -9,644 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.8M -$5.41M -66,632 -27%
TWM
17
Tradition Wealth Management
Minnesota
$9.63M -$1.09M -13,486 -10%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.44M -$606K -7,466 -6%
Stifel Financial
19
Stifel Financial
Missouri
$7.64M -$2.47M -30,406 -24%
JP Morgan Chase
20
JP Morgan Chase
New York
$7.53M +$159K +1,960 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6.95M +$1.2M +14,805 +21%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.71M +$1.69M +20,854 +34%
MAP
23
Milestone Advisory Partners
North Carolina
$6.27M -$210K -2,589 -3%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5.74M +$4.13M +50,915 +256%
Truist Financial
25
Truist Financial
North Carolina
$5.42M -$1.87M -23,076 -26%

PDP Hedge Fund Activity: Q1 2022 in Review

183 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2022, worth a combined $731M — down 32% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PDP and 19 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 29 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $4.13M. The largest seller was Gateway Advisory, cutting an estimated $81.2M.

  • 183 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2022, down from 202 in Q4 2021.
  • Funds reported $731M of Invesco Dorsey Wright Momentum ETF stock for Q1 2022, down 32% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2022 and 34 closed out, a net change of -15 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2022 was Benjamin F. Edwards & Company, an estimated $4.13M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2022 was Gateway Advisory, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2022.